Mythri Padival is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Prior to joining Ameriprise, Mythri worked at Morgan Stanley from 2011 to 2019, including a role at Morgan Stanley Private Bank, N.A., and at MML Investors Services. Outside of advising, Mythri co-owns TRLT Ventures, LLC, an investment-related business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing tailored recommendation reports that incorporate Social Security, tax strategies, and asset management. The firm combines research and algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

David Sugar is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley and its related entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fred Alger Asset Management LLC and Granite Peak Asset Management LLC. Outside of his advisory role, he is involved as a substitute teacher, performance coach, and performer at Hashtag Comedy Club, where he instructs students in comedic acting. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Joel Railsback is a financial advisor with Ameriprise in Columbus, Ohio, holding 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008, with a brief interruption in 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement planning solutions.

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Ben Shrider is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is named as the Statutory Agent for a family-owned LLC, JS SLP, LLC, though he has no day-to-day responsibilities there. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Sangalli is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise since 2017 and prior positions at The Ohio State University, Hamilton Capital Management, and Sheraton Hotel. Outside his advisory work, he owns Scran Holdings LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach includes a centralized team producing recommendation reports and ongoing advice, leveraging proprietary investment research and third-party data.

Linda Krelko is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has worked at Primerica Advisors since 2013 and was previously employed by Columbus City Schools for 20 years. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Grant Hiatt is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked at FedEx Ground and was involved in education at The Ohio State University - Mansfield and Shelby City Schools. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing planning advice focused on retirement income strategies.

Ronald Larry is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he held various roles in education and the transportation sector, including positions at The Columbus Academy, Uber, Lyft, and Bird. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Andrew Cuprisin is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing Services LLC from 2017 to 2023 and Morgan Stanley from 2010 to 2017. Cuprisin is involved in private wealth management through a part ownership in Tri-Oak Financial, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Daniel Gardiner is a financial advisor with Fisher Investments in Dublin, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Cetera and Meeder Investment Management. Outside of advisory work, he owns Gardiners House Rentals LLC, which operates as an Airbnb host. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative analysis. The firm provides sub-advisory and retirement plan services, managing diversified portfolios across multiple asset classes.

Shannon Borton is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles, including positions at Riverside Methodist Hospital, Stronghold Construction, and Liberty University. Outside of finance, she occasionally provides dog and house sitting services for family friends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jodi Graney is a financial advisor with UBS Financial Services in Columbus, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a multi-member partner in a real estate partnership focused on owning and renting residential properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Clinton Helmbrecht is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Columbus, OH. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial services firm, Helmbrecht Wealth Management. Outside of advisory work, he is involved in office expense and tax management through Helmbrecht Investment Management and sells fixed insurance products, including life and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various third-party and affiliated investment strategies.

Thomas Kovach is a CFP®-designated financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 20 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Dexter Roettker is a financial advisor with Equitable Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he worked at Integrity Athletics and has roles outside finance including security work at Ugly Tuna Saloona. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various advisory and brokerage channels. The firm employs a hybrid referral and implementation model that utilizes third-party asset managers and offers tailored client services based on documented goals and risk tolerance.

Eric Wrightsel is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Ronald Mohr Jr. is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in managing multi-family rental properties. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by in-house and third-party research.